Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.81%
Stock 94.07%
Bond 0.00%
Convertible 0.00%
Preferred 2.26%
Other 0.85%
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Market Capitalization

As of February 28, 2026
Large 84.36%
Mid 10.92%
Small 4.72%
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Region Exposure

% Developed Markets: 49.93%    % Emerging Markets: 47.98%    % Unidentified Markets: 2.09%

Americas 15.43%
3.19%
Canada 2.89%
United States 0.30%
12.25%
Brazil 4.60%
Chile 0.46%
Mexico 3.86%
Peru 1.65%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.43%
United Kingdom 0.88%
2.91%
Belgium 0.46%
Greece 0.63%
Ireland 0.02%
Netherlands 0.54%
Switzerland 0.16%
1.54%
Czech Republic 0.04%
Poland 0.50%
Turkey 1.00%
6.11%
Egypt 0.42%
Qatar 0.08%
Saudi Arabia 1.53%
South Africa 3.04%
United Arab Emirates 0.91%
Greater Asia 71.04%
Japan 0.00%
0.00%
41.67%
Hong Kong 4.54%
Singapore 1.18%
South Korea 16.29%
Taiwan 19.66%
29.37%
China 15.24%
India 9.80%
Indonesia 0.91%
Kazakhstan 0.46%
Malaysia 0.75%
Philippines 0.19%
Thailand 1.07%
Unidentified Region 2.09%

Stock Sector Exposure

Cyclical
36.57%
Materials
5.98%
Consumer Discretionary
10.79%
Financials
18.85%
Real Estate
0.95%
Sensitive
53.80%
Communication Services
6.88%
Energy
4.65%
Industrials
12.01%
Information Technology
30.25%
Defensive
7.22%
Consumer Staples
3.03%
Health Care
3.77%
Utilities
0.43%
Not Classified
2.41%
Non Classified Equity
2.41%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available